Legacy Bridge’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Legacy Bridge’s Portfolio SCHM Stock Details SCHM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.76M	Sell	47,816 -30	-0.1%	-$1.03K	0.54%	63
2026 Q1	$1.48M	Hold	47,846	–	–	0.56%	65
2025 Q4	$1.44M	Hold	47,846	–	–	0.58%	62
2025 Q3	$1.42M	Buy	47,846 +825	+2%	+$24K	0.59%	59
2025 Q2	$1.32M	Buy	47,021 +1,000	+2%	+$26.4K	0.63%	58
2025 Q1	$1.21M	Buy	46,021 +1,201	+3%	+$33.4K	0.67%	58
2024 Q4	$1.24M	Hold	44,820	–	–	0.65%	60
2024 Q3	$1.24M	Hold	44,820	–	–	0.67%	63
2024 Q2	$1.16M	Hold	44,820	–	–	0.69%	62
2024 Q1	$1.22M	Sell	44,820 -240	-0.5%	-$6.12K	0.71%	62
2023 Q4	$1.13M	Hold	45,060	–	–	0.73%	64
2023 Q3	$1.02M	Hold	45,060	–	–	0.72%	60
2023 Q2	$1.07M	Sell	45,060 -225	-0.5%	-$5.07K	0.71%	60
2023 Q1	$1.02M	Sell	45,285 -1,500	-3%	-$34.5K	0.71%	61
2022 Q4	$1.02M	Hold	46,785	–	–	0.73%	59
2022 Q3	$944K	Hold	46,785	–	–	0.75%	59
2022 Q2	$978K	Hold	46,785	–	–	0.72%	59
2022 Q1	$1.18M	Hold	46,785	–	–	0.69%	57
2021 Q4	$1.25M	Hold	46,785	–	–	0.65%	62
2021 Q3	$1.2M	Sell	46,785 -270	-0.6%	-$7.05K	0.69%	62
2021 Q2	$1.23M	Hold	47,055	–	–	0.69%	58
2021 Q1	$1.17M	Hold	47,055	–	–	0.76%	52
2020 Q4	$1.07M	Hold	47,055	–	–	0.77%	48
2020 Q3	$870K	Hold	47,055	–	–	0.79%	43
2020 Q2	$825K	Sell	47,055 -93	-0.2%	-$1.52K	0.91%	34
2020 Q1	$663K	Sell	47,148 -3,168	-6%	-$58K	0.84%	36
2019 Q4	$1.01M	Hold	50,316	–	–	0.84%	34
2019 Q3	$948K	Buy	50,316 +150	+0.3%	+$2.83K	0.91%	28
2019 Q2	$955K	Buy	50,166 +105	+0.2%	+$1.96K	0.92%	23
2019 Q1	$924K	Buy	50,061 +258	+0.5%	+$4.61K	0.95%	24
2018 Q4	$796K	Buy	+49,803	New	+$870K	0.99%	22

Other funds holding SCHM

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Legacy Bridge's SCHM Position: Q2 2026 in Review

Legacy Bridge reduced its Schwab US Mid-Cap ETF (SCHM) stake by 0.06% in Q2 2026, selling an estimated $1.03K and leaving 47,816 shares worth $1.76M. The position accounts for 0.54% of the portfolio, ranked #63.

Legacy Bridge first reported a position in SCHM in Q4 2018 and has held it in 31 quarters since. 1,069 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

Legacy Bridge held 47,816 shares of Schwab US Mid-Cap ETF worth $1.76M as of Q2 2026.
Legacy Bridge sold 30 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $1.03K.
Schwab US Mid-Cap ETF made up 0.54% of Legacy Bridge's portfolio in Q2 2026, its #63 holding.
Legacy Bridge first reported a position in Schwab US Mid-Cap ETF in Q4 2018 and has held it in 31 quarters since.
1,069 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Legacy Bridge's 13F filing for Q2 2026, filed 13 Aug 2026.